Jeffrey Kercorian
Chief Investment Strategist/Founder
Joseph Crumley
Oliver Gooden, CFA
Oliver Gooden, CFA
Operations Manager
Oliver Gooden, CFA
Oliver Gooden, CFA
Oliver Gooden, CFA
Chief Investment Officer
Alex Karzon
Oliver Gooden, CFA
Ashley Mussleman
Paraplanner
Ashley Mussleman
Ashley Mussleman
Ashley Mussleman
Relationship Manager
Ian Kercorian
Ashley Mussleman
Ian Kercorian
Technology Consultant
Karen Fritz
Ashley Mussleman
Ian Kercorian
Relationship Support Specialist
Hunter Brown
Hunter Brown
Hunter Brown
Relationship Support Specialist
Ariel Reque
Hunter Brown
Hunter Brown
Compliance Specialist
Jane Pratt
Hunter Brown
Kelly Griffin
Systems & Intelligence Project Manager
Kelly Griffin
Kelly Griffin
Kelly Griffin
Event Coordinator